filter multiple sharepoint document libraries based on common metadata

Copper Contributor

we have a case with a multiple sharepoint libraries for diferent document types: for example invoices, contracts, quatations.

each library has the same columns of metadata. user wants to search for documents accross all libraries with a single metadata, for example company name.

by default sharepoint has search bar which is not convenient to use because user has to type in the text manually and search also takes the results inside documents.

 

question:

what is the best approach to implement this functionallity into sharepoint online?

 

1 Reply
You might want to consider using PnP modern search web parts. That we you can build a search query that targets only three document libraries and also provide filters web part to allow users filter their results.

- Use pnp modern search web part
- Create RefinableString properties that maps to crawled property columns of three libraries
- Modify the Query to limit search to just three libraries e.g. you can use Path
- Add filters web part.